Nalls Sherbakoff Group’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Nalls Sherbakoff Group’s Portfolio HYS Stock Details HYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.7K	Hold	350	–	–	0.02%	220
2026 Q1	$32.6K	Hold	350	–	–	0.02%	231
2025 Q4	$33.2K	Buy	+350	New	+$33.2K	0.02%	239
2018 Q4	$26K	Buy	+272	New	+$26.7K	0.04%	196

Other funds holding HYS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Nalls Sherbakoff Group's HYS Position: Q2 2026 in Review

Nalls Sherbakoff Group held its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) position steady in Q2 2026 at 350 shares worth $32.7K. The position accounts for 0.02% of the portfolio, ranked #220.

Nalls Sherbakoff Group first reported a position in HYS in Q4 2018 and has held it in 4 quarters since. The position peaked at $33.2K in Q4 2025. 265 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Nalls Sherbakoff Group held 350 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $32.7K as of Q2 2026.
Nalls Sherbakoff Group left its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up 0.02% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #220 holding.
Nalls Sherbakoff Group first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q4 2018 and has held it in 4 quarters since.
Nalls Sherbakoff Group's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $33.2K in Q4 2025.
265 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.